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Welltower

1,464 hedge funds and large institutions have $133B invested in Welltower in 2026 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 653 increasing their positions, 436 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,464
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$308M
Puts
$248M
Net Calls
Net Calls Change

Top Buyers

1 +$1.61B
2 +$1.23B
3 +$461M
4
Goldman Sachs
Goldman Sachs
New York
+$447M
5
Capital World Investors
Capital World Investors
California
+$391M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
276
Allstate Corporation
Illinois
$17.5M
CIS
277
Connors Investor Services
Pennsylvania
$17.2M
Wealthfront Advisers
278
Wealthfront Advisers
California
$17.2M
Commonwealth Equity Services
279
Commonwealth Equity Services
Massachusetts
$17.2M
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$17M
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$17M
AAIS
282
ABN AMRO Investment Solutions
$16.8M
QCM
283
QRG Capital Management
Illinois
$16M
Kovitz Investment Group Partners
284
Kovitz Investment Group Partners
Illinois
$15.9M
OPERF
285
Oregon Public Employees Retirement Fund
Oregon
$15.8M
MOACM
286
Mutual of America Capital Management
New York
$15.3M
VVP
287
Venture Visionary Partners
Ohio
$15.1M
CCM
288
Chilton Capital Management
Texas
$15M
OAM
289
Oppenheimer Asset Management
New York
$15M
GWM
290
GDS Wealth Management
Texas
$14.6M
AF
291
Avanza Fonder
Sweden
$14.3M
CIBC World Market
292
CIBC World Market
Ontario, Canada
$14.2M
TCOT
293
Trust Company of Toledo
Ohio
$14.2M
MML Investors Services
294
MML Investors Services
Massachusetts
$14M
NB
295
Norinchukin Bank
Japan
$13.8M
WBC
296
Westpac Banking Corp
Australia
$13.7M
Janney Montgomery Scott
297
Janney Montgomery Scott
Pennsylvania
$13.6M
BCP
298
Blue Chip Partners
Michigan
$13.5M
BCM
299
Brookstone Capital Management
Illinois
$13.4M
MMC
300
Mizuho Markets Cayman
Cayman Islands
$13.3M